Stephanie Bergmann
Chief Investment Officer
Cascade Wealth Advisors
Based in Canada, Stephanie Bergmann works at the intersection of renewable energy finance and family office advisory at Cascade Wealth Advisors. They are known for building cross-sector coalitions that drive measurable change.
Geography
Actor Type
Wealth HolderYears in Impact Space
11Preferred Contact
LinkedInExpertise Areas
Tags
Intervention Points
Impact Measurement
Measurement & Understanding — Measuring and managing impact performance across portfolios and investments using robust frameworks.
Flat-fee Compensation
Compensation Reform — Restructuring financial advisor compensation to flat-fee models that eliminate conflicts of interest.
Wealth Holder, Advisor, Manager Education
Culture & Awareness — Educating wealth holders, advisors, and fund managers about impact investing and systems change.
Full-Cost Accounting, Reporting & Regulation
Measurement & Understanding — Implementing full-cost accounting, integrated reporting, and regulation that captures externalities.
Community Care & Support
Community & Enterprise — Building community-owned assets, local economic power, and care infrastructure.
Impact Understanding
Measurement & Understanding — Deepening understanding of systemic impact patterns, coordination needs, and ecosystem dynamics.
Network
Theory of Change
Policy advocacy is our primary lever — changing tax incentives, fiduciary standards, and regulatory frameworks creates the systemic conditions that make impact investing rational for all actors.
Verification
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